Lumentum(US:LITE) ZACKS·2025-10-28 15:07Core Viewpoint - Lumentum (LITE) is anticipated to report a significant year-over-year increase in earnings and revenues for the quarter ended September 2025, with the actual results being a crucial factor for its near-term stock price movement [1][2]. Earnings Expectations - The consensus estimate for Lumentum's upcoming earnings report is $1.03 per share, reflecting a remarkable year-over-year increase of +472.2%. Revenues are projected to reach $526.26 million, which is a 56.2% increase from the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised 1.65% higher, indicating a positive reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Lumentum is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.91%. This suggests a bullish outlook from analysts, combined with a Zacks Rank of 2, indicating a strong likelihood of beating the consensus EPS estimate [12]. Historical Performance - Lumentum has consistently beaten consensus EPS estimates, achieving this in the last four quarters. For the most recent quarter, the company was expected to post earnings of $0.82 per share but delivered $0.88, resulting in a surprise of +7.32% [13][14]. Conclusion - Lumentum is positioned as a compelling candidate for an earnings beat, although investors are advised to consider other influencing factors before making investment decisions [17].